Blue Trust, Inc.: MSFT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Trust, Inc. on MSFT, newest first. How the timeline and the estimate are built.
Blue Trust, Inc. held 112,493 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 112,493 sharesChange vs previous 13F -2,300 shares
0.44% of the 13F portfolio, value $41,962,450.
13F-HR 0001856022-26-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 114,793 sharesChange vs previous 13F +9,703 shares
0.49% of the 13F portfolio, value $42,492,994.
13F-HR 0001856022-26-000003 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 105,090 sharesChange vs previous 13F -1,277 shares
0.57% of the 13F portfolio, value $50,823,599.
13F-HR 0001856022-26-000001 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 106,367 sharesChange vs previous 13F -557 shares
0.62% of the 13F portfolio, value $55,092,946.
13F-HR 0001856022-25-000008 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 106,924 sharesChange vs previous 13F +3,068 shares
0.63% of the 13F portfolio, value $53,185,093.
13F-HR 0001856022-25-000007 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 103,856 sharesChange vs previous 13F +5,344 shares
0.5% of the 13F portfolio, value $38,986,590.
13F-HR 0001856022-25-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F/A 98,512 sharesChange vs previous 13F -19,721 shares
0.53% of the 13F portfolio, value $41,522,694.
13F-HR/A 0001856022-25-000004 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 118,233 sharesChange vs previous 13F not available
0.69% of the 13F portfolio, value $52,844,475.
13F-HR 0001856022-24-000006 filed by Blue Trust, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).